Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,196 | $65,555+42.2% | $86,216+8.1% | $75,173+24.0% |
| Participation rate | 60.0% | 60.5%-0.5pp | 69.0%-9.0pp | 67.2%-7.2pp |
| Annual return | 12.04% | 46.07%-34.0pp | 1169.42%-1157.4pp | 160.72%-148.7pp |
| Employer contribution / active EE | $587 | $1,553-62.2% | $2,382-75.4% | $2,671-78.0% |
| Participant deferral / active EE | $5,493 | $3,023+81.7% | $3,986+37.8% | $4,126+33.1% |
| Admin fee / account holder | $4,977 | $5,469-9.0% | $6,853-27.4% | $5,651-11.9% |